Viewing and Filtering Stock Transaction History
The Stock Transaction History form gives you a detailed, searchable log of every inventory movement in AccuArk. Use it to audit stock changes, investigate discrepancies, and trace individual transactions back to their source documents.
Opening the Transaction History
There are two ways to access transaction history:
- System-wide: Navigate to Inventory > Transaction History from the main menu. This opens the Stock Transaction History screen showing all transactions across all items at your accessible locations.
- Per-item: Open any inventory item's profile and click the History tab. This shows transactions only for that specific item, paginated at 40 records at a time with scroll-to-load-more.
Filter Controls
The transaction history form provides several filters at the top of the screen:
Location Filter
The Location dropdown shows all locations you have access to (based on your user_location_access settings where view_transactions is enabled). Select a specific location to see only transactions at that location, or leave it on the default to see transactions across all your accessible locations.
Transaction Type Filter
The Transaction Type dropdown lets you narrow results to a specific type:
| Filter Option | Shows |
|---|---|
| All | Every transaction type |
| Move | Stock transfers between locations or zones |
| Purchase | PO receiving transactions |
| Adjustment | Manual stock adjustments |
| Void | Voided transactions |
Select the type you want to investigate. For example, choosing "Adjustment" shows only manual stock corrections, making it easy to review all adjustments during a specific period.
Date Range Filter
Two date pickers control the time window:
- From Date — Defaults to the first day of the current month
- To Date — Defaults to today's date
The end date is automatically adjusted to 23:59:59 so that selecting the same date for both From and To shows all transactions for that entire day.
After setting your filters, the grid refreshes to show matching transactions.
Transaction Grid Columns
The history grid displays the following columns:
| Column | Description |
|---|---|
| Transaction ID | Unique identifier for the transaction |
| Item ID | The inventory item involved |
| Type | The transaction type (Purchase, Sale, Move, Adjustment, Void, etc.) |
| Linked Transaction ID | ID of a related transaction or source document (PO ID, original transaction for voids) |
| Reference | User-entered reference number |
| Quantity | Units affected (positive for additions, negative for removals) |
| Price | Item price at the time of the transaction |
| Date | Date and time the transaction was recorded |
| Location | Where the transaction occurred |
| Notes | Any notes attached to the transaction |
| User | The user who performed the transaction |
| From/To Location | Source and destination for move transactions |
| From/To Zone | Source and destination zones for move transactions |
Fields that have no value (NULL or zero) display as "NA" in the grid for clarity.
Pagination
Transactions load in batches using infinite scroll pagination. As you scroll down through the grid, additional records are loaded automatically. The system-wide view loads larger batches, while the per-item History tab on the inventory item form loads 40 records at a time.
Double-Click Drill-In
Double-clicking a transaction row opens the source form for that transaction, allowing you to see the full context:
| Transaction Type | Opens |
|---|---|
| Move | The stock move form showing the original transfer details |
| Purchase or PurchaseOrder | The purchase order form (FrmPurchaseOrder) for the linked PO. If the transaction is a legacy purchase with no linked PO ID, an informational message is shown instead. |
| Adjustment or Void | The stock adjustment form showing the original adjustment or void details |
This drill-in capability makes it easy to investigate a transaction by jumping directly to its source document without manually searching.
Per-Item Transaction History
The History tab on the inventory item form (frmInventoryItem) provides a focused view of all transactions for a single item. It uses the same grid layout but is filtered to the selected item automatically. Key differences from the system-wide view:
- Loads 40 records at a time with scroll-to-load-more pagination
- No location or type filter dropdowns (shows all types across all locations for the item)
- Useful for quickly checking an item's movement history without leaving the item form
Tips
- Start with a narrow date range — For busy locations, use a single day or week to keep the result set manageable
- Use the type filter to investigate specific activity — If you suspect shrinkage, filter to Adjustments and look for Decrease patterns. If you are reconciling a PO, filter to Purchase transactions.
- Double-click to get the full story — The drill-in feature saves time by taking you directly to the PO, move, or adjustment form where you can see all the details
- Check the Linked Transaction ID — For void transactions, this tells you which original transaction was reversed. For purchases, it links to the PO number.
- Use per-item history for item-level audits — When investigating a specific item's stock discrepancy, the History tab on the item form is the fastest path to answers
- NA values are normal — Fields like From/To Location and From/To Zone only apply to move transactions. For all other types, these display as NA.